+114.9%
AXP vs AU
+507.6%
-392.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.9% |
| 7D | -0.1% | -7.2% | +7.1% | +0.2% |
| 30D | +4.4% | -2.9% | +7.3% | +4.5% |
| 3M | -6.4% | -8.7% | +2.2% | -6.2% |
| 6M | +4.2% | -14.1% | +18.3% | +4.3% |
| YTD | -12.4% | +4.8% | -17.2% | -13.2% |
| 1Y | -11.1% | +11.9% | -23.0% | -12.2% |
| 3Y | +114.9% | +513.8% | -398.9% | +87.2% |
| All | +114.9% | +507.6% | -392.7% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling